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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,207 | $165,381-37.0% | $149,730-30.4% | $158,966-34.4% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 13.91% | 348.29%-334.4pp | 276.70%-262.8pp | 302.95%-289.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,463 | $7,182+73.5% | $6,843+82.1% | $5,983+108.3% |
| Admin fee / account holder | $17,535 | $10,809+62.2% | $9,310+88.3% | $11,250+55.9% |